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IAG Wealth Partners’s JPMorgan Active Bond ETF JBND Stock Holding History

IAG Wealth Partners’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.6M Buy
1,114,649
+5,106
+0.5% +$273K 5.9% 2
2026
Q1 		$59.7M Sell
1,109,543
-91,217
-8% -$4.94M 6.66% 2
2025
Q4 		$64.9M Buy
1,200,760
+21,024
+2% +$1.14M 7.52% 2
2025
Q3 		$63.9M Buy
1,179,736
+188,358
+19% +$10.1M 7.67% 1
2025
Q2 		$53.1M Sell
991,378
-88,871
-8% -$4.71M 7.03% 2
2025
Q1 		$57.8M Buy
1,080,249
+783,953
+265% +$41.4M 8.99% 1
2024
Q4 		$15.5M Buy
296,296
+295,767
+55,911% +$15.7M 2.73% 11
2024
Q3 		$28.9K Buy
+529
New +$28.4K 0.01% 242

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

IAG Wealth Partners's JBND Position: Q2 2026 in Review

IAG Wealth Partners increased its JPMorgan Active Bond ETF (JBND) stake by 0.46% in Q2 2026, buying an estimated $273K and bringing the position to 1,114,649 shares worth $59.6M. The position accounts for 5.9% of the portfolio, ranked #2.

IAG Wealth Partners first reported a position in JBND in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.9M in Q4 2025. 327 funds tracked by Wall St. Rank hold JBND as of Q2 2026.

  • IAG Wealth Partners held 1,114,649 shares of JPMorgan Active Bond ETF worth $59.6M as of Q2 2026.
  • IAG Wealth Partners bought 5,106 JPMorgan Active Bond ETF shares in Q2 2026, an estimated $273K.
  • JPMorgan Active Bond ETF made up 5.9% of IAG Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • IAG Wealth Partners first reported a position in JPMorgan Active Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • IAG Wealth Partners's JPMorgan Active Bond ETF position peaked at $64.9M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held JPMorgan Active Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.